| Goods and Services | Computer software and computer application software for use on desktop computers, laptop computers, mobile phones, tablet computers, and handheld computers, for providing information about employee benefit and retirement plans; Computer software and computer application software for use on desktop computers, laptop computers, mobile phones, tablet computers, and handheld computers, for use in the fields of employee benefit and retirement plans and financial wellness; Computer software and computer application software for use on desktop computers, laptop computers, mobile phones, tablet computers, and handheld computers, for use in accessing information regarding employee benefits plans and insurance plans, benefits and insurance providers, and related documentation; Computer software and computer application software for use on desktop computers, laptop computers, mobile phones, tablet computers, and handheld computers used for the electronic exchange and management of data in the fields of employee benefit and retirement plans and financial wellness; Computer software and computer application software for use on desktop computers, laptop computers, mobile phones, tablet computers, and handheld computers, for modeling, recording, organizing, calculating, reporting, displaying, analyzing, evaluating, comparing, predicting, and updating financial data, business data, and human resources data, all for use in the fields of employee benefits, retirement planning, and financial planning and modelling; Computer software and computer application software for use on desktop computers, laptop computers, mobile phones, tablet computers, and handheld computers for use in retirement planning; Computer software and computer application software for use on desktop computers, laptop computers, mobile phones, tablet computers, and handheld computers for use in the field of financial services; Computer software and computer application software for use on desktop computers, laptop computers, mobile phones, tablet computers, and handheld computers for use in obtaining access to a web site which provides news, information and services in the fields of employee benefits, retirement planning, pension and retirement plans, and financial planning and modelling; Downloadable electronic newsletters, guides, articles, papers, and blogs in the fields of employee benefits, retirement planning, pension and retirement plans, and financial planning and modelling; Downloadable software in the nature of a mobile application for financial administration of employee benefits plans and retirement plans provided solely to institutions, government agencies, and employers and their employee participants; Downloadable software in the nature of a mobile application for providing database access to information in the field of employer-sponsored defined contribution and defined benefit plans |
| Goods and Services | Investment advisory and consulting services in the field of corporate retirement plans and defined benefit plans; Advisory services relating to benefit plans concerning standard insurance and finance benefit plans featuring medical, dental, and institutional insurance, and life insurance including short term disability, long term disability, critical illness insurance, accidental death and dismemberment insurance; Consulting services in the field of financial administration of employee benefit and retirement plans; Providing counseling and consulting in the fields of financial, healthcare, and insurance benefits; Development and management of employee benefits programs in the fields of employee benefits, estate planning, retirement planning, and insurance; Consulting services in the field of processing, administering and managing employee insurance, retirement, and financial benefits plans; Providing counseling, consulting, and administration of employee benefit plans concerning insurance and brokerage facilitation; Financial services, namely, financial retirement planning, retirement planning services, financial planning and counseling for retirement, retirement consulting and advisory services; Financial advisory and consulting services, namely, profit sharing contribution modelling; Financial advisory and consulting services, namely, retirement plan reporting and disclosure services; Advisory services in the field of employee benefits for group healthcare and executive insurance offered to employees; Providing financial information in the fields of employee benefits, retirement benefits, financial retirement planning, financial retirement goals, retirement savings, retirement investing, retirement plans, and financial planning and modelling; Providing information in the field of employer-sponsored defined contribution and defined benefit plans; Providing an interactive website and online computer database featuring information in the field of employer-sponsored defined contribution and defined benefit plans; Providing others with educational information and other information in the fields of employee benefit plans, financial planning, and financial retirement planning; Providing online financial information in the fields of employee benefit plans, financial planning, and financial retirement planning; Administration of employee benefit plans and retirement plans and providing automated information in the field of employee benefit plans and retirement plans; Providing employee benefits information accessible via a global computer network, namely, administration of employee benefits plans accessible via a global computer network; Financial planning and investment advisory services; Administration of actuarial services |
| Goods and Services | Business consultation regarding the administration of employee benefit and retirement plans; Management and business consulting services in the field of employee benefit and retirement plans and financial wellness; Business analysis and consulting services, namely, development of human resources plans for employers that encompass the full spectrum of employee insurance and benefits, retirement, and financial wellness plans; Business advisory services, consultancy, and information; Business advice and information relating to finance and insurance; Business consulting services in the financial service and insurance industries |
| Goods and Services | Providing temporary use of online non-downloadable software and applications for use in the fields of employee benefit and retirement plans and financial wellness; Providing temporary use of online non-downloadable software and applications for use in accessing information regarding employee benefits plans and insurance plans, benefits and insurance providers, and related documentation; Providing temporary use of online non-downloadable software and applications for modeling, recording, organizing, calculating, reporting, displaying, analyzing, evaluating, comparing, predicting, and updating financial data, business data, and human resources data, all for use in the fields of employee benefits, retirement planning, and financial planning and modelling; Providing temporary use of online non-downloadable software and applications for providing information about employee benefit, health, and retirement plans; Providing temporary use of online non-downloadable software and applications for use in retirement planning; Providing temporary use of online non-downloadable software for use in the field of financial services; Providing temporary use of online non-downloadable software and applications for the electronic exchange and management of data in the fields of employee benefit and retirement plans and financial wellness; Providing temporary use of online non-downloadable software and applications for use in obtaining access to a web site which provides news, information, and services in the fields of employee benefits, retirement planning, pension and retirement plans, and financial planning and modelling; Providing temporary use of online non-downloadable software and applications for financial administration of employee benefits plans and retirement plans provided solely to institutions, government agencies, and employers and their employee participants; Providing temporary use of online non-downloadable software and applications for providing database access to information in the field of employer-sponsored defined contribution and defined benefit plans; Enabling computer software and application hosting services, namely, hosting software programs and applications for use in managing, organizing, and sharing financial data, business data, and human resources data, all for use in the fields of employee benefits, retirement planning, and financial planning and modelling; Providing temporary use of non-downloadable computer software and applications for performing queries and transactions, and for storing, modifying, transmitting and receiving information and data in the fields of employee benefits, retirement planning, and financial planning and modelling |
